How to Avoid Mistakes With Beneficiaries
In retirement accounts, wills, and trusts, beneficiaries are a common designation. A beneficiary is an…
There Is a Growing Need for Geriatric Care Managers
Professional geriatric care managers don't just respond to a particular age, but to a senior's…
Charitable Trusts Can Provide Income to Heirs
Known as irrevocable trusts, charitable trusts can benefit your heirs and benefit a charity. If…
The State of Long-Term Care in 2022
Every year, we take stock of our lives and make health care plans. Americans continue…
Probate Disruption by Creditors
As part of the will, a personal representative (executor) is required to publish the date…
How Life Insurance Is Involved With Estate Planning
The way you dispose of your assets in your estate plan may not seem to…
The Process of Claiming Guardianship of an Elderly Parent
The concept of guardianship typically conjures up images of a minor child in the care…
What to Do When Inheriting a Timeshare
Upon purchasing a timeshare in a vacation resort, the resort agent suggested that Mom and…
What Should I Do If My Loved One Needs Care Resides With Me?
While aging in place continues to gain popularity, many of us face the challenge of…
How to Plan For Generational Wealth Transfer
To ensure the aggregate of your inheritable legacy will exist for future generations, careful planning…
The Importance of Estate Planning for Young Adults
It is fairly typical for young adults, especially professionals aged thirty or more, to believe…
Your Financial and Legacy Information: How to Store It Safely
Estate planning documents such as wills, living wills, powers of attorney, trusts, medical directives, and…